OWM IS YOUR FIDUCIARY ADVISOR IN KATY, TX
Open Wealth Management “OWM” was founded in 2021 to close the gap left by the large financial institution on the small and medium investor segment as well as to foster education within this target.
Today, personalized options are limited and OWM understands that each client is unique, and one-size fits all type-portfolios does not serve the needs and expectations of all the clients.
OWM, Investment Approach takes into consideration all the Assets/Liabilities for its Clients, this includes from the Asset side the Human Capital and for the Liability side the future GOALS and desires to build an investment portfolio.
OWM understands and values our customer’s time and help them focus on what matter most instead of trying to fight with the daily whirlwind in the Financial Markets.
Check the background of investment professionals associated with this site on FINRA's
JOSE MANSTRETTA - PORTFOLIO MANAGER
Mr. Manstretta has 22 years of experience in finance, investments and treasury across several industries giving him a unique perspective to analyze investment opportunities in different sectors.
He also was Visiting Professor teaching Investments, Valuation and Corporate Finance.
Mr. Manstretta earned in 2014 the right to use the Chartered Financial Analyst ® from the CFA Institute.
MARA MANSTRETTA - RELATIONSHIP AND MARKETING DIRECTOR
Mara is a CPA in Venezuela and has an MBA. She did a stint as an Auditor and Finance analyst at Shell Oil. She built a couple of businesses where she developed her interest in Digital Marketing.
She is also a mother of 2 daughters and high-performance athlete.